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Welltower

1,405 hedge funds and large institutions have $125B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 598 increasing their positions, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$461M
Puts
$354M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1201
Avalon Trust
New Mexico
$76.5K
ADL
1202
Asset Dedication LLC
California
$75.2K
MFC
1203
Mechanics Financial Corp
Ohio
$74.2K
RTC
1204
Riverview Trust Company
Washington
$74.2K
PWAM
1205
Private Wealth Asset Management
Iowa
$73.3K
DMBA
1206
Deseret Mutual Benefit Administrators
Utah
$73.1K
GKIM
1207
GW&K Investment Management
Massachusetts
$73K
BIA
1208
Bell Investment Advisors
California
$71.6K
VCM
1209
Versant Capital Management
Arizona
$71.6K
TH
1210
TCTC Holdings
Texas
$70.3K
ACA
1211
Atlas Capital Advisors
Wyoming
$67.9K
CT
1212
Caldwell Trust
Florida
$67K
AIM
1213
Anchor Investment Management
South Carolina
$65K
GWM
1214
Greenline Wealth Management
Florida
$64.6K
SCM
1215
Silvant Capital Management
Georgia
$64.6K
PB
1216
Prosperity Bancshares
Texas
$63.7K
PSB
1217
Piscataqua Savings Bank
New Hampshire
$62.7K
HHCP
1218
Hilton Head Capital Partners
South Carolina
$62.2K
CWM
1219
Copia Wealth Management
Oregon
$61.8K
CAL
1220
Capital Advisors Ltd
Ohio
$61K
FMP
1221
Financial Management Professionals
Texas
$60.3K
WFA
1222
West Financial Advisors
Iowa
$59.4K
CF
1223
Collier Financial
Colorado
$56.1K
IWP
1224
IAG Wealth Partners
Wisconsin
$55.7K
FFO
1225
Fortitude Family Office
Arizona
$54.2K